Kelly Ortberg

Kelly Ortberg, CEO of Boeing, a longtime aerospace executive leading production and delivery recovery. She discusses Q4 revenue and delivery gains. She talks about rising 737 and 787 production rates, certification milestones, and a brighter cash-flow outlook for 2026. The conversation also covers a one-time tanker charge and how markets reacted to Boeing's results.

Kelly Ortberg, CEO of Boeing, shares insights on the company’s recent financial turnaround, highlighting a quarter with reduced losses and positive production updates. The episode discusses the ambitious $72 billion merger between Union Pacific and Norfolk Southern and its implications for the railroad industry. It also covers challenges faced by Novo Nordisk in a competitive pharmaceutical market and examines broader market trends, including Boeing's position in defense spending amid evolving corporate strategies.

Kelly Ortberg, the soon-to-be chief executive of Boeing, shares insights on the Federal Reserve's renewed focus on its dual mandate of employment and inflation. He discusses the implications of keeping rates unchanged and what it means for job markets. The conversation shifts to market dynamics, spotlighting a tech rally led by the Nasdaq and AMD's pivotal role in the AI boom. Ortberg also highlights promising high-yield dividend stocks that might gain traction, blending economic strategy with investment advice.

Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.

James Quincey, the dynamic CEO of Coca-Cola, sheds light on the company's quarterly results and the potential impact of the 2024 election on consumer prices. Meanwhile, Kelly Ortberg, fresh in her role as Boeing's CEO, discusses navigating a $6 billion loss with plans for a leaner future. David Palmer, a savvy analyst from Evercore ISI, shares insights into the food sector's challenges, focusing on the E. coli outbreak affecting McDonald's and Starbucks' preliminary results. This blend of corporate strategy and market analysis makes for a captivating discussion!